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HSBC Private Bank seeks to be the leading international private bank for business owners and their families. It provides clients with wealth, business and family succession solutions in the largest and fastest growing markets around the world. At HSBC Private Bank, we put our clients at the centre of everything we do.
We are currently seeking a high calibre professional to join our team as a Client Lifecycle Management Analyst, Exit Management.
Exit Execution Management
To support the Business Heads of Client Lifecycle Management in risk managing and ensuring the prompt closure of accounts which have been decisioned to exit under the Customer Selection and Exit Management process (CSEM)
Manage the disposals of customer portfolio and facilitate account closure for CSEM exit client
Ensure the Customer Due Diligence profiles are up-to-date, that correctly reflect the business activities and Financial Crime Risk profile during and before accounts can be closed
Ensure follow up on all risk and compliance issues in a timely manner, ensuring escalation to the appropriate persons or governance forum, where required
Explain operational matters to clients. Develop client awareness, understanding and ability to comply with our operational requirements
Prompt and appropriate action taken to address client feedback or complaints
Private Client Onboarding and KYC
Participate the onboarding and periodic review process for Private Client. Client outreach meeting is expected. Ensure adherence to regulations, guidelines, KYC requirements and internal policies
Maintain the highest standard of excellence in client service
Strong understanding of customer due diligence
Minimum of Bachelor degree in business, finance, related field or equivalent experience
Related experiences in wealth/ private banking or equivalent
Proven customer service, communications, sales, mathematical and analytical skills
Good understanding of the major products or services available in the private banking industry
Strong understanding of customer due diligence and risk identification
Strong relationship management, communication and negotiating skills in client servicing including the capacity to articulate the case for risk management in the language of business
Positive and proactive attitude, with flexibility to accommodate changing environment and willingness to take on new responsibilities
Excellent communication skills in English, Mandarin and Cantonese
A good team player with drive for success and achievement
Licensed role type 1 and 4 required
You'll achieve more when you join HSBC.
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Issued by The Hongkong and Shanghai Banking Corporation Limited.